PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS, LLC
Legal name: PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS
CRD #323718 SEC #801-127325 SOUTHFIELD, MI (248) 603-5001
SEC Registered
Total AUM
$242.8M
Discretionary
$0
Employees
17
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Sep 25, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DOYLE, DAVID, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, DAVID, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, DAVID, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, DAVID, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, DAVID, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, DAVID, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, DAVID, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, DAVID, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, DAVID, TIMOTHY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAHAM, DENNIS, RUSSELL | I | BOARD MEMBER | NA | Control |
| GRAHAM, DENNIS, RUSSELL | I | BOARD MEMBER | NA | Control |
| GRAHAM, DENNIS, RUSSELL | I | BOARD MEMBER | NA | Control |
| GRAHAM, DENNIS, RUSSELL | I | BOARD MEMBER | NA | Control |
| GRAHAM, DENNIS, RUSSELL | I | BOARD MEMBER | NA | Control |
| GRAHAM, DENNIS, RUSSELL | I | BOARD MEMBER | NA | Control |
| GRAHAM, DENNIS, RUSSELL | I | BOARD MEMBER | NA | Control |
| GRAHAM, DENNIS, RUSSELL | I | BOARD MEMBER | NA | Control |
| GRAHAM, DENNIS, RUSSELL | I | BOARD MEMBER | NA | Control |
| LESSER, JOHN, JAMES | I | BOARD MEMBER | NA | Control |
| LESSER, JOHN, JAMES | I | BOARD MEMBER | NA | Control |
| LESSER, JOHN, JAMES | I | BOARD MEMBER | NA | Control |
| LESSER, JOHN, JAMES | I | BOARD MEMBER | NA | Control |
| LESSER, JOHN, JAMES | I | BOARD MEMBER | NA | Control |
| LESSER, JOHN, JAMES | I | BOARD MEMBER | NA | Control |
| LESSER, JOHN, JAMES | I | BOARD MEMBER | NA | Control |
| LESSER, JOHN, JAMES | I | BOARD MEMBER | NA | Control |
| LESSER, JOHN, JAMES | I | BOARD MEMBER | NA | Control |
| Lichwalla, William, Alan | I | CHAIRMAN | NA | Control |
| Lichwalla, William, Alan | I | CHAIRMAN | NA | Control |
| Lichwalla, William, Alan | I | CHAIRMAN | NA | Control |
| Lichwalla, William, Alan | I | CHAIRMAN | NA | Control |
| Lichwalla, William, Alan | I | CHAIRMAN | NA | Control |
| Lichwalla, William, Alan | I | CHAIRMAN | NA | Control |
| Lichwalla, William, Alan | I | CHAIRMAN | NA | Control |
| Lichwalla, William, Alan | I | CHAIRMAN | NA | Control |
| Lichwalla, William, Alan | I | CHAIRMAN | NA | Control |
| Otte, Zachary, Michael | I | PRESIDENT, BOARD MEMBER | NA | Control |
| Otte, Zachary, Michael | I | PRESIDENT, BOARD MEMBER | NA | Control |
| Otte, Zachary, Michael | I | PRESIDENT, BOARD MEMBER | NA | Control |
| VANKIRK, GREGORY, PAUL | I | BOARD MEMBER | NA | Control |
| VANKIRK, GREGORY, PAUL | I | BOARD MEMBER | NA | Control |
| VANKIRK, GREGORY, PAUL | I | BOARD MEMBER | NA | Control |
| VANKIRK, GREGORY, PAUL | I | BOARD MEMBER | NA | Control |
| VANKIRK, GREGORY, PAUL | I | BOARD MEMBER | NA | Control |
| VANKIRK, GREGORY, PAUL | I | BOARD MEMBER | NA | Control |
| VANKIRK, GREGORY, PAUL | I | BOARD MEMBER | NA | Control |
| Virkus, Bradley, William | I | BOARD MEMBER | NA | Control |
| Virkus, Bradley, William | I | BOARD MEMBER | NA | Control |
| Virkus, Bradley, William | I | BOARD MEMBER | NA | Control |
| Virkus, Bradley, William | I | BOARD MEMBER | NA | Control |
| Virkus, Bradley, William | I | BOARD MEMBER | NA | Control |
| Virkus, Bradley, William | I | BOARD MEMBER | NA | Control |
| Virkus, Bradley, William | I | BOARD MEMBER | NA | Control |
| WEST, MARTIN, JOSEPH | I | PRESIDENT, BOARD MEMBER | NA | Control |
| WEST, MARTIN, JOSEPH | I | PRESIDENT, BOARD MEMBER | NA | Control |
| WEST, MARTIN, JOSEPH | I | PRESIDENT, BOARD MEMBER | NA | Control |
| WEST, MARTIN, JOSEPH | I | PRESIDENT, BOARD MEMBER | NA | Control |
| WEST, MARTIN, JOSEPH | I | PRESIDENT, BOARD MEMBER | NA | Control |
| WEST, MARTIN, JOSEPH | I | PRESIDENT, BOARD MEMBER | NA | Control |
| CRESA MEMBER, LLC | DE | MEMBER | D | Control |
| CRESA MEMBER, LLC | DE | MEMBER | D | Control |
| CRESA MEMBER, LLC | DE | MEMBER | D | Control |
| CRESA MEMBER, LLC | DE | MEMBER | D | Control |
| CRESA MEMBER, LLC | DE | MEMBER | D | Control |
| P&M HOLDING GROUP, LLP | DE | MEMBER | D | Control |
| P&M HOLDING GROUP, LLP | DE | MEMBER | D | Control |
| P&M HOLDING GROUP, LLP | DE | MEMBER | D | Control |
| P&M HOLDING GROUP, LLP | DE | MEMBER | D | Control |
| P&M HOLDING GROUP, LLP | DE | MEMBER | D | Control |
| P&M HOLDING GROUP, LLP | DE | MEMBER | D | Control |
| P&M HOLDING GROUP, LLP | DE | MEMBER | D | Control |
| P&M HOLDING GROUP, LLP | DE | MEMBER | D | Control |
| P&M HOLDING GROUP, LLP | DE | MEMBER | D | Control |
| REALPOINT MEMBER, LLC | DE | MEMBER | D | Control |
| REALPOINT MEMBER, LLC | DE | MEMBER | D | Control |
| REALPOINT MEMBER, LLC | DE | MEMBER | D | Control |
| REALPOINT MEMBER, LLC | DE | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Lichwalla, William, Alan | I | CRESA MEMBER, LLC | C | Control |
| Lichwalla, William, Alan | I | CRESA MEMBER, LLC | C | Control |
| Lichwalla, William, Alan | I | CRESA MEMBER, LLC | C | Control |
| Lichwalla, William, Alan | I | CRESA MEMBER, LLC | C | Control |
| Lichwalla, William, Alan | I | CRESA MEMBER, LLC | C | Control |
| Lichwalla, William, Alan | I | REALPOINT MEMBER, LLC | C | Control |
| Lichwalla, William, Alan | I | REALPOINT MEMBER, LLC | C | Control |
| Lichwalla, William, Alan | I | REALPOINT MEMBER, LLC | C | Control |
| VANKIRK, GREGORY, PAUL | I | CRESA MEMBER, LLC | C | Control |
| VANKIRK, GREGORY, PAUL | I | CRESA MEMBER, LLC | C | Control |
| VANKIRK, GREGORY, PAUL | I | CRESA MEMBER, LLC | C | Control |
| VANKIRK, GREGORY, PAUL | I | CRESA MEMBER, LLC | C | Control |
| VANKIRK, GREGORY, PAUL | I | CRESA MEMBER, LLC | C | Control |
| VANKIRK, GREGORY, PAUL | I | REALPOINT MEMBER, LLC | C | Control |
| VANKIRK, GREGORY, PAUL | I | REALPOINT MEMBER, LLC | C | Control |
| VANKIRK, GREGORY, PAUL | I | REALPOINT MEMBER, LLC | C | Control |
Registrations
Federal
IA
Sep 25, 2025 REGISTERED
Notice Filings (3)
CO IL MI
Address
3000 TOWN CENTER, SUITE 100SOUTHFIELD, MI 48075
United States
Phone: (248) 603-5001